Nisa Investment Advisors
HLN icon

Nisa Investment Advisors’s Haleon HLN Stock Holding History

Nisa Investment Advisors’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.6K Buy
2,103
+1,001
+91% +$9.31K ﹤0.01% 2230
2026
Q1 		$11K Buy
1,102
+102
+10% +$1.06K ﹤0.01% 2213
2025
Q4 		$10.1K Buy
1,000
+700
+233% +$6.65K ﹤0.01% 2211
2025
Q3 		$2.69K Hold
300
– – ﹤0.01% 2556
2025
Q2 		$3.11K Hold
300
– – ﹤0.01% 2525
2025
Q1 		$3.09K Buy
+300
New +$2.95K ﹤0.01% 2362

Other funds holding HLN

N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

Nisa Investment Advisors's HLN Position: Q2 2026 in Review

Nisa Investment Advisors increased its Haleon (HLN) stake by 91% in Q2 2026, buying an estimated $9.31K and bringing the position to 2,103 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Nisa Investment Advisors first reported a position in HLN in Q1 2025 and has held it in 6 quarters since. 388 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Nisa Investment Advisors held 2,103 shares of Haleon worth $19.6K as of Q2 2026.
  • Nisa Investment Advisors bought 1,001 Haleon shares in Q2 2026, an estimated $9.31K.
  • Haleon made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2230 holding.
  • Nisa Investment Advisors first reported a position in Haleon in Q1 2025 and has held it in 6 quarters since.
  • 388 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.